EWM
HRTG icon

Empirical Wealth Management’s Heritage Insurance Holdings HRTG Stock Holding History

Empirical Wealth Management’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348K Buy
13,354
+2,090
+19% +$52.1K 0.01% 822
2026
Q1 		$296K Buy
11,264
+2,113
+23% +$55.8K 0.01% 794
2025
Q4 		$268K Buy
+9,151
New +$247K ﹤0.01% 735

Other funds holding HRTG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management's HRTG Position: Q2 2026 in Review

Empirical Wealth Management increased its Heritage Insurance Holdings (HRTG) stake by 19% in Q2 2026, buying an estimated $52.1K and bringing the position to 13,354 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #822.

Empirical Wealth Management first reported a position in HRTG in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Empirical Wealth Management held 13,354 shares of Heritage Insurance Holdings worth $348K as of Q2 2026.
  • Empirical Wealth Management bought 2,090 Heritage Insurance Holdings shares in Q2 2026, an estimated $52.1K.
  • Heritage Insurance Holdings made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #822 holding.
  • Empirical Wealth Management first reported a position in Heritage Insurance Holdings in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.